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Building 2ORION INVESTMENT CO

Map pinST LOUIS, MO
Phone314-725-3800
NotebookSEC #801-32212
Total AUM
$443.5M
Employees
6
Clients
640

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7800 FORSYTH BLVD.
SUITE 820
ST LOUIS
MO 63105
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
314-725-3800

ReceiptFinancials

Total AUM
$443.5M
Accounts
634
Discretionary
$426.1M
Accounts
614
Non-Discretionary
$17.4M
Accounts
20

ContactClients

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Individual Clients
277
AUM
$29.8M
HNW Individual Clients
350
AUM
$404.8M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
6
AUM
$3.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAILMONYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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